See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,276 | $95,803-29.8% | $113,168-40.6% | $84,808-20.7% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.3pp |
| Annual return | 13.59% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,058 | $2,360-12.8% | $2,975-30.8% | $2,631-21.8% |
| Participant deferral / active EE | $3,044 | $4,242-28.3% | $5,107-40.4% | $4,212-27.7% |
| Admin fee / account holder | $8,840 | $8,989-1.7% | $12,068-26.7% | $7,344+20.4% |